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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. John Paulson (Paulson & Co)
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Hedge Fund · CIK 0001035674

John Paulson

Paulson & Co
Share
  • Healthcare Specialist
  • Highly Concentrated
  • Mid-Size Fund

John Paulson runs Paulson & Co, a hedge fund overseeing $3.26B in disclosed equity holdings (SEC CIK 0001035674). The latest portfolio (2025Q4) discloses 9 positions across 4 sectors, with the largest positions in MDGL, PPTA and BHC. On a mark-to-market basis the tracked portfolio has returned 95.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track John's filingsView holdings↓
Portfolio
$3.26B
Positions
9
Quarter
2025Q4
Filings tracked
40
1Y+95.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q4
9 positions
1
MDGLMADRIGAL PHARMACEUTICALS INC
Healthcare·Biotechnology
30.48%
of portfolio
Number of shares
1,707,522 sh
Holdings current value
$994.36M
Avg closing price
$237.50
+124.0%
Last action
Trimmed 10.5%
2025Q4
Current $532.02
2
PPTAPERPETUA RESOURCES CORP
Basic Materials·Other Precious Metals & Mining
24.01%
of portfolio
Number of shares
32,347,299 sh
Holdings current value
$783.13M
Avg closing price
$8.38
+304.6%
Last action
Added 30.6%
2025Q2
Current $33.90
3
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
15.61%
of portfolio
Number of shares
73,255,869 sh
Holdings current value
$509.13M
Avg closing price
$12.78
-53.8%
Last action
Added 3.5%
2025Q4
Current $5.90
4
AAMIBRIGHTSPHERE INVT GROUP INC
Financial Services·Asset Management
11.16%
of portfolio
Number of shares
7,743,282 sh
Holdings current value
$363.93M
Avg closing price
$9.91
+573.2%
Last action
Trimmed 13.5%
2025Q3
Current $66.71
5
NGNOVAGOLD RES INC
Basic Materials·Gold
7.78%
of portfolio
Number of shares
27,238,061 sh
Holdings current value
$253.86M
Avg closing price
$4.95
+121.2%
Last action
Added 15.7%
2024Q1
Current $10.94
6
AEMAGNICO EAGLE MINES LTD
Basic Materials·Gold
4.07%
of portfolio
Number of shares
783,561 sh
Holdings current value
$132.84M
Avg closing price
$46.53
+373.0%
Last action
Trimmed 24.2%
2022Q4
Current $220.10
7
THMINTERNATIONAL TOWER HILL MIN
Basic Materials·Gold
4.01%
of portfolio
Number of shares
70,239,388 sh
Holdings current value
$130.65M
Avg closing price
$0.51
+412.1%
Last action
Added 9.4%
2025Q1
Current $2.62
8
SOLSSOLSTICE ADVANCED MATLS INC
Basic Materials·Specialty Chemicals
2.08%
of portfolio
Number of shares
1,395,787 sh
Holdings current value
$67.81M
Avg closing price
$48.58
+67.1%
Last action
New holding
2025Q4
Current $81.20
9
THRYTHRYV HLDGS INC
Technology·Software - Application
0.81%
of portfolio
Number of shares
4,347,070 sh
Holdings current value
$26.30M
Avg closing price
$14.07
-77.0%
Last action
Added 1.6%
2025Q4
Current $3.24

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MDGL
30.48% · -8.6%
PPTA
24.01% · +40.0%
BHC
15.61% · -15.1%
AAMI
11.16% · +41.9%
NG
7.78% · +17.4%
AEM
4.07% · +29.8%
THM
4.01% · +40.9%
SOLS
2.08% · +67.1%
THRY
0.81% · -46.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare2 pos$1.50B46.1%
  • Basic Materials5 pos$1.37B41.9%
  • Financial Services1 pos$363.9M11.2%
  • Technology1 pos$26.3M0.8%